Invex ControladoraB de CV (MEX:INVEXA) Cyclically Adjusted Book per Share: MXN80.99 (As of Jun. 2026)

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MEX:INVEXA Invex Controladora SAB de CV MEX:INVEXA
65 GF Score
Price MXN100.00
GF Value MXN205.66
Valuation Significantly Undervalued
! 4 Warning Signs
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What is Invex ControladoraB de CV Cyclically Adjusted Book per Share?

Invex ControladoraB de CV MEX:INVEXA 65 Cyclically Adjusted Book per Share is MXN80.99 as of Jun. 2026. GuruFocus rates MEX:INVEXA with a GF Score™ of 65/100 and a GF Value™ of MXN205.66 (Significantly Undervalued). The stock has 4 warning signs investors should review.

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

Invex ControladoraB de CV's adjusted book value per share for the three months ended in Jun. 2026 was MXN120.826. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is MXN80.99 for the trailing ten years ended in Jun. 2026.

During the past 12 months, Invex ControladoraB de CV's average Cyclically Adjusted Book Growth Rate was -100.00% per year. During the past 3 years, the average Cyclically Adjusted Book Growth Rate was 11.20% per year. During the past 5 years, the average Cyclically Adjusted Book Growth Rate was 12.50% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the Cyclically Adjusted Book Growth Rate using Cyclically Adjusted Book per Share data.

During the past 13 years, the highest 3-Year average Cyclically Adjusted Book Growth Rate of Invex ControladoraB de CV was 13.70% per year. The lowest was 10.90% per year. And the median was 12.05% per year.

As of today (2026-07-29), Invex ControladoraB de CV's current stock price is MXN100.00. Invex ControladoraB de CV's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 was MXN80.99. Invex ControladoraB de CV's Cyclically Adjusted PB Ratio of today is 1.23.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of Invex ControladoraB de CV was 2.21. The lowest was 1.18. And the median was 1.45.


Invex ControladoraB de CV  (MEX:INVEXA) Cyclically Adjusted Book per Share Explanation

If a company grows much fast than inflation, Cyclically Adjusted Book per Share may underestimate the company's equity. Cyclically Adjusted PB Ratio can seem to be too high even the actual PB Ratio is low.

For the Cyclically Adjusted PB Ratio, the book value of the past 10 years are inflation-adjusted and averaged. The result is used for P/B calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted PB Ratio is also called CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

Invex ControladoraB de CV's Cyclically Adjusted PB Ratio of today is calculated as

Cyclically Adjusted PB Ratio=Share Price/Cyclically Adjusted Book per Share
=100.00/80.99
=1.23

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of Invex ControladoraB de CV was 2.21. The lowest was 1.18. And the median was 1.45.


Be Aware

Cyclically Adjusted PB Ratio works better for cyclical companies. It gives you a better idea on the company's real book value.


Invex ControladoraB de CV Cyclically Adjusted Book per Share Related Terms


Invex ControladoraB de CV Cyclically Adjusted Book per Share Historical Data

* Premium members only.

The historical data trend for Invex ControladoraB de CV's Cyclically Adjusted Book per Share can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Invex ControladoraB de CV Cyclically Adjusted Book per Share Chart

Invex ControladoraB de CV Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted Book per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only 48.43 55.44 61.63 68.39 76.31

Invex ControladoraB de CV Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted Book per Share Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 72.19 73.91 76.31 79.28 80.99

MEX:INVEXA vs MS, GS, SCHW: Cyclically Adjusted Book per Share Comparison

For the Capital Markets subindustry, Invex ControladoraB de CV's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Invex ControladoraB de CV Cyclically Adjusted PB Ratio vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Invex ControladoraB de CV's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Invex ControladoraB de CV's Cyclically Adjusted PB Ratio falls into.


MEX:INVEXA
65GF Score
Invex Controladora SAB de CV MEX:INVEXA
Cyclically Adjusted Book per Share is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Invex ControladoraB de CV Cyclically Adjusted Book per Share Calculation

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

What is Cyclically Adjusted Book per Share? How do we calculate Cyclically Adjusted Book per Share?

Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years. Let's use an example to explain.

If we want to calculate the Cyclically Adjusted Book per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the book value per share from 2001 through 2010.

We adjusted the 2001 book value per share data with the total inflation from 2001 through 2010 to the equivalent book value in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's book value is $1 a share in 2001, then the 2001's equivalent book value in 2010 is $1.4 a share. If Wal-Mart's book value is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 book value in 2010 is $1.35. So on and so forth, you get the equivalent book value per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

For example, Invex ControladoraB de CV's adjusted Book Value per Share data for the three months ended in Jun. 2026 was:

Adj_Book= Book Value per Share /CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=120.826/166.0200*166.0200
=120.826

Current CPI (Jun. 2026) = 166.0200.

Invex ControladoraB de CV Quarterly Data

Book Value per Share CPI Adj_Book
201609 33.053 103.084 53.233
201612 34.405 105.002 54.398
201703 35.828 108.063 55.043
201706 36.196 108.339 55.467
201709 37.038 109.628 56.090
201712 40.704 112.114 60.275
201803 45.335 113.505 66.310
201806 46.497 113.373 68.089
201809 47.506 115.130 68.505
201812 48.117 117.530 67.969
201903 49.228 118.050 69.232
201906 49.961 117.848 70.383
201909 50.967 118.581 71.356
201912 52.519 120.854 72.147
202003 62.393 121.885 84.986
202006 61.496 121.777 83.838
202009 62.493 123.341 84.117
202012 55.664 124.661 74.132
202103 64.709 127.574 84.210
202106 65.093 128.936 83.815
202109 67.596 130.742 85.836
202112 63.837 133.830 79.192
202203 64.089 137.082 77.618
202206 65.770 139.233 78.424
202209 74.183 142.116 86.661
202212 69.735 144.291 80.236
202303 76.439 146.472 86.641
202306 76.709 146.272 87.065
202309 79.598 148.446 89.021
202312 75.155 151.017 82.622
202403 82.183 152.947 89.208
202406 84.578 153.551 91.446
202409 88.477 155.246 94.617
202412 86.472 157.378 91.220
202503 97.626 158.761 102.090
202506 99.491 160.180 103.118
202509 102.620 161.030 105.800
202512 105.626 163.190 107.458
202603 116.743 166.040 116.729
202606 120.826 166.020 120.826

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

What does a Cyclically Adjusted Book per Share of MXN80.99 mean?
Invex ControladoraB de CV (MEX:INVEXA) has a Cyclically Adjusted Book per Share of MXN80.99 as of Jun. 2026. Cyclically adjusted book value per share represents the company's inflation-adjusted book value per share over a 10-year period. View historical data on Invex ControladoraB de CV and its competitors.
Is Invex ControladoraB de CV's Cyclically Adjusted Book per Share too high?
Invex ControladoraB de CV's current Cyclically Adjusted Book per Share is MXN80.99. Overall, Invex ControladoraB de CV has a GF Score™ of 65/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Invex ControladoraB de CV's Cyclically Adjusted Book per Share compare to MS and GS?
Invex ControladoraB de CV's Cyclically Adjusted Book per Share of MXN80.99 can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted Book per Share for a Capital Markets company?
A good Cyclically Adjusted Book per Share depends on the Capital Markets industry context. However, Cyclically Adjusted Book per Share should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted Book per Share mean?
A high Cyclically Adjusted Book per Share can signal that a stock is expensive relative to its fundamentals. Cyclically adjusted book value per share represents the company's inflation-adjusted book value per share over a 10-year period. View historical data on Invex ControladoraB de CV and its competitors. Invex ControladoraB de CV's current Cyclically Adjusted Book per Share is MXN80.99. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invex ControladoraB de CV stock overvalued right now?
Based on GuruFocus' analysis, Invex ControladoraB de CV (MEX:INVEXA) is currently considered Significantly Undervalued. The stock's GF Value™ is MXN205.66, compared to a current price of MXN100.00 — trading 51.4% below its estimated fair value. The current Cyclically Adjusted Book per Share is MXN80.99. Invex ControladoraB de CV's overall GF Score™ is 65/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted Book per Share calculated?
Cyclically Adjusted Book per Share is calculated from a company's financial statements. For Invex ControladoraB de CV (MEX:INVEXA), the current Cyclically Adjusted Book per Share is MXN80.99 as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Invex ControladoraB de CV (MEX:INVEXA) Overvalued in 2026?

Based on GuruFocus' analysis, Invex ControladoraB de CV stock appears to be undervalued. The current stock price of MXN100.00 is trading 51.4% below its estimated GF Value™ of MXN205.66. GuruFocus considers Invex ControladoraB de CV to be Significantly Undervalued.

Key valuation signals for MEX:INVEXA:

  • Cyclically Adjusted Book per Share: MXN80.99
  • GF Value™: MXN205.66 vs. price of MXN100.00 (51.4% below fair value)
  • GF Score™: 65/100 with 4 warning signs

No single metric tells the full story. See the MEX:INVEXA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Invex ControladoraB de CV Business Description

Address Boulevard Manual Avila Camacho 40, Piso 7,Colonia Lomas de Chapultepec, Mexico, DF, MEX, 11000
Invex Controladora SAB de CV is a holding company that operates in the financial sectors. The company through its subsidiaries, provides banking, brokerage and consumer credit services.
65GF Score

Get the complete analysis for MEX:INVEXA

Cyclically Adjusted Book per Share is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN100.00
Price
MXN205.66
GF Value